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Camping World
CWH

228 hedge funds and large institutions have $1.09B invested in Camping World in 2022 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 90 increasing their positions, 70 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 70

3.73% more ownership

Funds ownership: 83.51% → 87.24% (+3.7%)

13% less funds holding

Funds holding: 261 → 228 (-33)

28% less capital invested

Capital invested by funds: $1.51B → $1.09B (-$426M)

36% less call options, than puts

Call options by funds: $72.2M | Put options by funds: $112M

45% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 67

60% less funds holding in top 10

Funds holding in top 10: 5 → 2 (-3)

Holders
228
Holders Change
-33
Holders Change %
-12.64%
% of All Funds
3.6%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
37
Increased
90
Reduced
70
Closed
67
Calls
$72.2M
Puts
$112M
Net Calls
-$40.2M
Net Calls Change
-$23M

Top Buyers

1
HVCM
HG Vora Capital Management
New York
+$137M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$15.7M
3
SAM
Stansberry Asset Management
Texas
+$12.3M
4
Canada Life
Canada Life
Manitoba, Canada
+$12M
5
Victory Capital Management
Victory Capital Management
Texas
+$11.9M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$25.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$23.6M
3
Morgan Stanley
Morgan Stanley
New York
-$13.7M
4
FP
Foundry Partners
Minnesota
-$13.7M
5
KWM
Kanen Wealth Management
Florida
-$10.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
1IA
276
1834 Investment Advisors
Wisconsin
– -$11K -280 Closed
PFGIA
277
Patriot Financial Group Insurance Agency
Massachusetts
– -$8.54K -261 -99%
TWA
278
TCI Wealth Advisors
Arizona
– -$9K -224 Closed
SWM
279
Spire Wealth Management
Virginia
– -$4K -107 Closed
Lazard Asset Management
280
Lazard Asset Management
New York
– -$1K -31 Closed
MFAM
281
Motley Fool Asset Management
Virginia
– -$1K -20 Closed
C
282
Covestor
United Kingdom
– -$196 -6 -30%
SC
283
Schubert & Co
Texas
– -$33 -1 -20%
Creative Planning
284
Creative Planning
Kansas
– +$33 +1 New
SIC
285
SJS Investment Consulting
Ohio
– +$33 +1 New
JWA
286
JFS Wealth Advisors
Pennsylvania
– +$98 +3 +50%
DI
287
Disciplined Investments
Oklahoma
– +$164 +5 New
MCC
288
Money Concepts Capital
Florida
– +$164 +5 New
GRP
289
Global Retirement Partners
California
– +$262 +8 New
CI
290
Cordant Inc
Oregon
– +$360 +11 New
CTC
291
Central Trust Company
Missouri
– +$786 +24 New
8 9 10 11
12

CWH Hedge Fund Activity: Q1 2022 in Review

228 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Camping World (CWH) for Q1 2022, worth a combined $1.09B — down 28% from $1.51B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of CWH and 37 opened new positions — a net loss of 30 holders — while 70 trimmed existing stakes and 90 added.

The largest buyer was HG Vora Capital Management, opening a new position worth an estimated $137M. The largest seller was Millennium Management, cutting an estimated $25.4M.

  • 228 institutional investors held Camping World (CWH) as of Q1 2022, down from 261 in Q4 2021.
  • Funds reported $1.09B of Camping World stock for Q1 2022, down 28% quarter-over-quarter.
  • 37 funds opened new Camping World positions in Q1 2022 and 67 closed out, a net change of -30 holders.
  • The largest Camping World buyer in Q1 2022 was HG Vora Capital Management, an estimated $137M added.
  • The largest Camping World seller in Q1 2022 was Millennium Management, an estimated $25.4M sold.

Based on aggregated 13F filings for Q1 2022.